Marketing managers and sales managers lives are spent tracking leads and opportunities. Generating leads, routing leads, qualify leads and lead updates eat up time and money. Automating this process has several advantages first, you know the lead is passed to the right sales person quickly, second you know the sales person is working the lead.
Projects, also called Programs, are opportunities which require several products. The products may be all from one manufacturer or from a combination of many. If a sales man qualifies several opportunities for a sales project, the opportunities can be put in the project. This makes edits and reporting simpler. Reporting is more accurate. The forecast is accurate because the opportunities which make up the project and which can be one or lost are reported individually, and are not lumped into one opportunity.
Sign into your salessoftware account. In left menu click Accounts. Now Create New > Principal. This is the Principal Detail:
Manufacturers representatives lives are busy. They manage and sell many lines of products. Each line has their own requirements. These requirments demand time and effort from the representative. Demands include hitting the sales numbers and reporting progress on leads and business opportunities. The rep works hard to sell and then sell some more and then expects to be paid promptly and correctly.